+65.0%
UBER vs INTU
+50.2%
+14.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.8% | +3.5% | +1.6% |
| 7D | +5.1% | +0.1% | +5.0% | +5.0% |
| 30D | +0.2% | +15.4% | -15.2% | -7.2% |
| 3M | -2.7% | +6.6% | -9.2% | -6.8% |
| 6M | -13.4% | -11.3% | -2.1% | -11.6% |
| YTD | -16.1% | -47.7% | +31.7% | +12.6% |
| 1Y | -25.5% | -47.0% | +21.5% | -1.2% |
| 3Y | +42.5% | -29.9% | +72.4% | +50.8% |
| 5Y | +45.3% | -42.2% | +87.6% | +65.6% |
| All | +65.0% | +50.2% | +14.8% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded INTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling